See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,722 | $73,933+76.8% | $96,683+35.2% | $75,163+73.9% |
| Participation rate | 15.8% | 66.4%-50.6pp | 74.3%-58.6pp | 67.2%-51.4pp |
| Annual return | 17.82% | 26.70%-8.9pp | 35.69%-17.9pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $759 | $3,659-79.3% | $4,878-84.4% | $4,125-81.6% |
| Admin fee / account holder | $5,289 | $5,216+1.4% | $6,730-21.4% | $5,651-6.4% |